Global X MLP & Energy InfrasMLPXETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 270 institutions reported holding Global X MLP & Energy Infras (MLPX) in their 13F filings, up 41 from Q3 2024. 54 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($536.1M), Phoenix Financial Ltd. ($199.1M) and Bank of America Corp. ($132.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Global X MLP & Energy Infras
- CUSIP
- 37954Y293
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $79.5M |
| Exits | 21 | $24.4M |
All 13F filers, Q3 2024 → Q4 2024: 3,869,957 shares bought and 1,064,615 shares sold, net +2,805,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Morgan Stanley | 0.04% | Reduce -2.0% | 8,851,597 | $536.1M |
| Phoenix Financial Ltd. | 2.72% | Add +26.6% | 3,285,750 | $199.1M |
| Bank of America Corp. | 0.01% | Add +9.0% | 2,181,838 | $132.1M |
| LPL Financial LLC | 0.03% | Add +26.6% | 1,095,827 | $66.4M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 822,483 | $49.8M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 691,893 | $41.9M |
| UBS Group AG | 0.01% | Add +29.4% | 505,538 | $30.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +3.3% | 456,443 | $27.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.1% | 434,588 | $26.3M |
| Evergreen Capital Management LLC | 0.83% | New | 419,753 | $25.4M |
| Cresset Asset Management, LLC | 0.11% | Add +8.8% | 364,226 | $22.1M |
| Payne Capital Management, LLC | 9.18% | — | 351,417 | $21.3M |
| GenTrust, LLC | 0.85% | Add +6.0% | 320,801 | $19.4M |
| JPMorgan Chase & Co. | 0.00% | Add +63.0% | 306,917 | $18.6M |
| Annandale Capital, LLC | 3.50% | Reduce -1.8% | 292,051 | $17.7M |
| Bank of Montreal | 0.01% | Add +25926.3% | 281,084 | $17.0M |
| Cetera Investment Advisers | 0.03% | Add +6.1% | 242,349 | $14.7M |
| Ameriprise Financial Inc. | 0.00% | Add +156.8% | 233,195 | $14.1M |
| Curran Financial Partners, LLC | 3.62% | Add +3.2% | 227,734 | $13.8M |
| Stifel Financial Corp. | 0.01% | Reduce -4.2% | 213,407 | $12.9M |
| Beacon Harbor Wealth Advisors, Inc. | 2.94% | New | 208,428 | $12.6M |
| Raymond James Financial Inc. | 0.00% | — | 205,294 | $12.4M |
| MAI Capital Management | 0.09% | Add +7.0% | 196,393 | $11.9M |
| Focus Partners Wealth | 0.03% | Add +50.8% | 188,951 | $11.4M |
| Principal Securities, Inc. | 0.23% | Reduce -2.1% | 168,781 | $10.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +216.9% | 150,375 | $9.1M |
| Baird Financial Group, Inc. | 0.02% | Add +11.7% | 146,782 | $8.9M |
| Baker Avenue Asset Management, LP | 0.27% | Add +0.7% | 145,818 | $8.8M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +83.0% | 128,037 | $7.8M |
| Destiny Wealth Partners, LLC | 1.20% | Reduce -9.7% | 121,262 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.8% | 121,173 | $7.3M |
| Thor Investment Management Inc. /Oh/ | 4.80% | Add +0.4% | 102,914 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -20.5% | 98,126 | $5.9M |
| Fiduciary Alliance LLC | 0.58% | Add +27.2% | 94,154 | $5.7M |
| B&D White Capital Company, LLC | 0.91% | New | 88,959 | $5.4M |
| Fortis Advisors, LLC | 3.52% | Add +1.4% | 88,609 | $5.4M |
| SOL Capital Management CO | 0.57% | Add +1.1% | 85,150 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +79.6% | 82,745 | $5.0M |
| Menlo Advisors LLC | 2.51% | No change | 81,402 | $4.9M |
| MML Investors Services, LLC | 0.02% | Add +3.3% | 80,110 | $4.9M |
| Veltria Advisors Corp. | 1.99% | New | 79,056 | $4.8M |
| Atria Investments, Inc | 0.06% | Reduce -0.7% | 78,255 | $4.7M |
| Trinity Legacy Partners, LLC | 1.22% | Add +2.7% | 77,921 | $4.7M |
| Mariner, LLC | 0.01% | Reduce -0.8% | 77,874 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +0.1% | 77,850 | $4.7M |
| Old Port Advisors | 1.32% | Add +0.6% | 75,600 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +186.1% | 71,858 | $4.4M |
| Seascape Capital Management | 1.50% | New | 71,243 | $4.3M |
| Essex LLC | 0.80% | Reduce -0.9% | 63,177 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -20.3% | 62,560 | $3.8M |
| Comerica Bank | 0.02% | Reduce -10.0% | 62,021 | $3.8M |
| Glassy Mountain Advisors, Inc. | 1.25% | Add +2.8% | 60,341 | $3.7M |
| Marshall Wace, LLP | 0.00% | New | 60,075 | $3.6M |
| KMG Fiduciary Partners, LLC | 0.29% | Add +0.7% | 57,858 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -7.1% | 56,981 | $3.5M |
| Corient Private Wealth LP | 0.01% | Add +89.6% | 56,468 | $3.4M |
| Riggs Asset Managment Co. Inc. | 0.88% | Add +2.1% | 54,733 | $3.3M |
| SeaCrest Wealth Management, LLC | 0.35% | Reduce -0.4% | 54,393 | $3.3M |
| Transform Wealth, LLC | 0.18% | Reduce -17.3% | 54,107 | $3.3M |
| Ironsides Asset Advisors, LLC | 0.86% | No change | 49,308 | $3.0M |
| BTG Pactual Asset Management US LLC | 0.37% | Add +0.2% | 47,259 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Reduce -5.7% | 47,247 | $2.9M |
| Patriot Investment Management Group, Inc. | 0.21% | Add +5.3% | 46,738 | $2.8M |
| Global Endowment Management, LP | 0.35% | Reduce -24.5% | 45,000 | $2.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 44,970 | $2.7M |
| Bollard Group LLC | 0.07% | Add +1.1% | 44,417 | $2.7M |
| Fig Financial Advisory Services Inc. | 1.81% | — | 43,901 | $2.7M |
| Argent Advisors, Inc. | 0.97% | Reduce -1.1% | 43,266 | $2.6M |
| Key Client Fiduciary Advisors, LLC | 1.15% | New | 42,460 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +3.2% | 42,288 | $2.6M |
| Leavell Investment Management, Inc. | 0.12% | Add +21.1% | 41,524 | $2.5M |
| Naples Global Advisors, LLC | 0.23% | Reduce -0.4% | 40,191 | $2.4M |
| Mainstay Capital Management LLC | 0.37% | New | 39,828 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 39,663 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 36,422 | $2.2M |
| Sageworth Trust Co | 0.13% | Reduce -28.1% | 36,012 | $2.2M |
| Ameraudi Asset Management, Inc. | 1.19% | Reduce -33.4% | 35,555 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.2% | 34,550 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -1.3% | 34,445 | $2.1M |
| Stamos Capital Partners, L.P. | 0.48% | Add +90.3% | 33,510 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -3.6% | 33,369 | $2.0M |
| Cwm, LLC | 0.01% | Add +51.9% | 32,274 | $2.0M |
| Legacy Capital Wealth Partners, LLC | 0.48% | Reduce -51.1% | 32,007 | $1.9M |
| Great Diamond Partners, LLC | 0.49% | Reduce -0.2% | 31,534 | $1.9M |
| Teamwork Financial Advisors, LLC | 0.25% | Add +159.4% | 31,465 | $1.9M |
| Financial Partners Group, Inc | 0.28% | Reduce -4.8% | 31,345 | $1.9M |
| Savoie Capital LLC | 0.22% | No change | 31,000 | $1.9M |
| Fielder Capital Group LLC | 0.58% | Reduce -82.2% | 30,488 | $1.8M |
| Verity & Verity, LLC | 0.17% | Reduce -1.7% | 29,923 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +2304.9% | 28,643 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +350.7% | 26,627 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.17% | Reduce -15.4% | 27,960 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Reduce -16.1% | 27,920 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 26,827 | $1.6M |
| Oarsman Capital, Inc. | 0.28% | Add +244.5% | 26,328 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -54.7% | 26,232 | $1.6M |
| Investors Research Corp | 0.34% | Reduce -0.0% | 25,562 | $1.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.4% | 25,460 | $1.5M |
| Arlington Trust Co LLC | 0.31% | No change | 24,368 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 23,684 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +48.1% | 22,798 | $1.4M |
| Advisory Services Network, LLC | 0.02% | New | 20,899 | $1.3M |
| NTV Asset Management LLC | 0.16% | Reduce -7.1% | 20,150 | $1.2M |
| WealthCare Investment Partners, LLC | 0.53% | New | 19,761 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.1% | 19,550 | $1.2M |
| Fulcrum Equity Management | 1.14% | Reduce -11.6% | 18,957 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +30.9% | 18,525 | $1.1M |
| Legacy PCG, LLC | 0.79% | Add +25.4% | 18,352 | $1.1M |
| HBW Advisory Services LLC | 0.11% | Add +77.9% | 18,051 | $1.1M |
| Resurgent Financial Advisors LLC | 0.62% | Add +10.8% | 17,449 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | New | 17,397 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.30% | Reduce -3.3% | 17,186 | $1.0M |
| Aaron Wealth Advisors LLC | 0.12% | No change | 16,872 | $1.0M |
| &partners | 0.01% | Reduce -21.4% | 16,499 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.9% | 16,534 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -11.5% | 16,269 | $985K |
| Wealthspan Partners, LLC | 0.47% | Add +63.6% | 16,227 | $983K |
| Fiduciary Trust Co | 0.01% | Reduce -28.9% | 16,213 | $982K |
| Thompson David Blair | 0.71% | — | 16,063 | $973K |
| Americana Partners, LLC | 0.04% | No change | 16,000 | $969K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +6.9% | 14,902 | $902K |
| Fifth Third Securities, Inc. | 0.08% | New | 14,839 | $899K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -15.5% | 14,828 | $898K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.9% | 14,244 | $863K |
| Equitable Holdings, Inc. | 0.01% | Add +40.5% | 14,239 | $862K |
| Blueprint Investment Partners LLC | 0.14% | Reduce -2.0% | 14,163 | $858K |
| Delta Financial Group, Inc. | 0.20% | Add +0.0% | 14,032 | $850K |
| Anson Capital, Inc. | 0.73% | Reduce -7.6% | 13,920 | $843K |
| Aurora Private Wealth, Inc. | 0.63% | Reduce -14.4% | 13,851 | $839K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.4% | 13,482 | $816K |
| Owen LaRue, LLC | 0.40% | New | 12,656 | $766K |
| Birch Capital Management, LLC | 0.38% | Reduce -28.5% | 12,446 | $754K |
| Creative Planning | 0.00% | Reduce -4.9% | 12,135 | $735K |
| Seven Springs Wealth Group, LLC | 0.27% | Add +65.5% | 11,757 | $712K |
| Stonegate Investment Group, LLC | 0.02% | Add +44.8% | 11,580 | $701K |
| Collaborative Wealth Managment Inc. | 0.31% | Add +0.2% | 11,187 | $677K |
| Capital Advisors, Ltd. LLC | 0.08% | Add +951.2% | 11,101 | $672K |
| Independent Advisor Alliance | 0.01% | New | 10,946 | $663K |
| Choreo, LLC | 0.01% | Reduce -19.3% | 10,700 | $646K |
| Foster & Motley Inc. | 0.04% | Reduce -7.5% | 10,613 | $643K |
| Barclays PLC | 0.00% | Add +4024.5% | 10,600 | $642K |
| Stephens Inc. | 0.01% | No change | 10,145 | $614K |
| OneDigital Investment Advisors LLC | 0.01% | New | 9,897 | $599K |
| Insigneo Advisory Services, LLC | 0.06% | Add +23.5% | 9,892 | $599K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -0.5% | 9,726 | $589K |
| D.A. Davidson & Co. | 0.00% | Add +30.6% | 9,388 | $569K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +17.0% | 9,368 | $567K |
| Saxon Interests, Inc. | 0.24% | New | 9,164 | $555K |
| Palumbo Wealth Management LLC | 0.21% | No change | 9,082 | $550K |
| Bleakley Financial Group, LLC | 0.02% | Add +39.1% | 9,054 | $548K |
| ORBA Wealth Advisors, L.L.C. | 0.29% | Add +0.2% | 9,034 | $547K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.1% | 9,031 | $547K |
| Cynosure Group, LLC | 0.08% | No change | 8,635 | $523K |
| Wealthspire Advisors, LLC | 0.01% | New | 8,345 | $505K |
| Private Capital Advisors, Inc. | 0.06% | No change | 8,000 | $484K |
| Private Advisor Group, LLC | 0.00% | Add +4.0% | 7,894 | $478K |
| Firestone Capital Management | 0.12% | No change | 7,864 | $476K |
| Atlas Capital Advisors Inc. | 0.06% | No change | 7,602 | $460K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.0% | 7,333 | $444K |
| CW Advisors, LLC | 0.01% | New | 7,218 | $437K |
| Janney Montgomery Scott LLC | 0.00% | Add +26.9% | 7,087 | $429K |
| Pasadena Private Wealth, LLC | 0.09% | Add +1.6% | 7,066 | $428K |
| Disciplined Investors, L.L.C. | 0.39% | — | 6,525 | $409K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.2% | 5,863 | $386K |
| Pettinga Financial Advisors LLC | 0.09% | No change | 6,225 | $377K |
| Discovery Capital Management, LLC / CT | 0.03% | Reduce -1.0% | 6,224 | $377K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 6,210 | $376K |
| MBL Wealth, LLC | 0.04% | Reduce -8.9% | 6,124 | $371K |
| Steel Grove Capital Advisors, LLC | 0.05% | Reduce -9.8% | 6,074 | $368K |
| Ancora Advisors LLC | 0.01% | Add +37.6% | 6,039 | $366K |
| Comprehensive Money Management Services LLC | 0.30% | — | 5,990 | $363K |
| Sharpepoint LLC | 0.31% | — | 5,720 | $346K |
| Pekin Hardy Strauss, Inc. | 0.04% | New | 5,520 | $334K |
| Blair William & Co. | 0.00% | Add +40.9% | 5,465 | $331K |
| Morangie Management LLC | 0.26% | — | 5,360 | $325K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -15.2% | 5,317 | $322K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.1% | 5,173 | $313K |
| Crestwood Advisors Group, LLC | 0.01% | New | 5,000 | $303K |
| FineMark National Bank & Trust | 0.01% | New | 4,840 | $293K |
| Ignite Planners, LLC | 0.06% | Reduce -5.6% | 4,705 | $291K |
| Sax Wealth Advisors, LLC | 0.02% | Add +15.1% | 4,696 | $284K |
| Visionary Wealth Advisors | 0.02% | Add +0.5% | 4,669 | $283K |
| FMR LLC | 0.00% | Add +25.0% | 4,594 | $278K |
| Perennial Investment Advisors, LLC | 0.03% | New | 4,570 | $277K |
| Synovus Financial Corp. | 0.00% | Reduce -1.4% | 4,409 | $267K |
| Quartz Partners, LLC | 0.16% | No change | 4,373 | $265K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -42.8% | 4,099 | $248K |
| Clayton Financial Group LLC | 0.09% | Add +1.1% | 4,081 | $247K |
| Sonora Investment Management Group, LLC | 0.02% | New | 4,040 | $245K |
| Asset Allocation Strategies LLC | 0.06% | New | 3,896 | $240K |
| Naviter Wealth, LLC | 0.03% | New | 3,863 | $234K |
| Endowment Wealth Management, Inc. | 0.16% | Reduce -9.2% | 3,857 | $234K |
| Country Club Bank | 0.02% | No change | 3,754 | $226K |
| Family Office Research LLC | 0.10% | — | 3,721 | $225K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 3,666 | $222K |
| Belvedere Trading LLC | 0.02% | New | 3,660 | $222K |
| A. D. Beadell Investment Counsel, Inc. | 0.18% | New | 3,654 | $221K |
| Brookstone Capital Management | 0.00% | New | 3,640 | $220K |
| HighTower Advisors, LLC | 0.00% | Reduce -51.8% | 3,567 | $216K |
| Private Portfolio Partners LLC | 0.04% | New | 3,562 | $216K |
| Arkadios Wealth Advisors | 0.01% | New | 3,540 | $214K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,549 | $214K |
| ZEGA Investments, LLC | 0.06% | — | 3,259 | $214K |
| Leading Edge Financial Planning LLC | 0.07% | Reduce -5.3% | 3,538 | $214K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -21.6% | 3,517 | $213K |
| Advisory Alpha, LLC | 0.01% | New | 3,356 | $203K |
| BOS Asset Management, LLC | 0.07% | New | 3,333 | $202K |
| IAG Wealth Partners, LLC | 0.03% | No change | 2,942 | $178K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 2,632 | $159K |
| WestEnd Advisors, LLC | 0.00% | Reduce -9.8% | 2,500 | $151K |
| GeoWealth Management, LLC | 0.00% | Reduce -50.0% | 2,498 | $151K |
| Private Trust Co. NA | 0.01% | Add +7.6% | 2,133 | $129K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 2,000 | $121K |
| FWL Investment Management, LLC | 0.04% | No change | 1,850 | $112K |
| Field & Main Bank | 0.04% | Reduce -5.5% | 1,725 | $104K |
| MCF Advisors LLC | 0.01% | No change | 1,341 | $81K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,129 | $68K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -15.4% | 1,112 | $67K |
| Adirondack Trust Co. | 0.02% | No change | 1,015 | $61K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +21.9% | 891 | $54K |
| AE Wealth Management LLC | 0.00% | New | 886 | $54K |
| Farther Finance Advisors, LLC | 0.00% | New | 859 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 834 | $51K |
| Continuum Advisory, LLC | 0.01% | No change | 800 | $48K |
| Assetmark, Inc. | 0.00% | No change | 772 | $47K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.2% | 689 | $42K |
| Franklin Resources Inc. | 0.00% | No change | 625 | $38K |
| Hara Capital LLC | 0.02% | No change | 606 | $37K |
| S.A. Mason LLC | 0.02% | No change | 570 | $35K |
| IFP Advisors, Inc | 0.00% | Add +42.3% | 525 | $32K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 513 | $31K |
| Key Financial Inc | 0.01% | New | 500 | $30K |
| Creative Financial Designs Inc. | 0.00% | New | 500 | $30K |
| Northwest Capital Management Inc | 0.01% | No change | 475 | $29K |
| MGB Wealth Management, LLC | 0.01% | New | 463 | $28K |
| Clean Yield Group | 0.01% | No change | 439 | $27K |
| BlackRock, Inc. | 0.00% | New | 386 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 335 | $20K |
| Smartleaf Asset Management LLC | 0.00% | New | 326 | $20K |
| Citadel Advisors | 0.00% | Reduce -94.7% | 315 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 310 | $19K |
| Signaturefd, LLC | 0.00% | New | 258 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 250 | $15K |
| Ameriflex Group, Inc. | 0.01% | — | 223 | $14K |
| Quent Capital, LLC | 0.00% | New | 210 | $13K |
| Chilton Capital Management LLC | 0.00% | New | 208 | $13K |
| Whittier Trust Co. | 0.00% | Reduce -36.2% | 199 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 192 | $12K |
| Bfsg, LLC | 0.00% | No change | 176 | $11K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 174 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | New | 168 | $11K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 160 | $10K |
| VSM Wealth Advisory, LLC | 0.00% | — | 147 | $9K |
| Aventura Private Wealth, LLC | 0.00% | — | 109 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 99 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 96 | $6K |
| Spire Wealth Management | 0.00% | Add +1.5% | 68 | $4K |
| PMV Capital Advisers, LLC | 0.01% | — | 67 | $4K |
| Towne Trust Company, N.A | 0.00% | New | 63 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 62 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -18.2% | 45 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 41 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 39 | $2K |
| Briaud Financial Planning Inc | 0.00% | Add +3.0% | 34 | $2K |
| WR Wealth Planners, LLC | 0.00% | Add +3.1% | 33 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | New | 25 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 13 | $787 |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $606 |
| Lanark Financial, Inc. | 0.02% | — | 4 | $250 |
| Clearstead Advisors, LLC | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is MLPX's weight in each manager's 13F, not the share of Global X MLP & Energy Infras the manager owns.